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781 hedge funds and large institutions have $28.2B invested in Exelon in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 310 increasing their positions, 308 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $202M | Put options by funds: $99.2M

5% more capital invested

Capital invested by funds: $26.8B → $28.2B (+$1.37B)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 308

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

2% less funds holding

Funds holding: 793781 (-12)

3.26% less ownership

Funds ownership: 112.63%109.37% (-3.3%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
781
Holders Change
-12
Holders Change %
-1.51%
% of All Funds
19.47%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
53
Increased
310
Reduced
308
Closed
55
Calls
$202M
Puts
$99.2M
Net Calls
+$103M
Net Calls Change
+$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
526
Cornerstone Investment Partners
Georgia
$373K +$3.56K +133 +1%
OAM
527
Occidental Asset Management
California
$373K +$18.8K +703 +5%
PGFC
528
Peapack-Gladstone Financial Corp
New Jersey
$364K +$18.7K +701 +5%
MSAM
529
Moloney Securities Asset Management
Missouri
$359K +$7.49K +280 +2%
FI
530
FormulaFolio Investments
Michigan
$358K +$1.2K +45 +0.3%
SMC
531
Smith, Moore & Co
Missouri
$356K +$58.2K +2,176 +20%
SWP
532
Stratos Wealth Partners
Ohio
$355K -$81.4K -3,044 -19%
FIAS
533
FinTrust Investment Advisory Services
South Carolina
$348K +$346K +12,952 New
NPC
534
National Planning Corporation
California
$347K -$76.8K -2,873 -18%
GLA
535
Great Lakes Advisors
Illinois
$347K +$21.2K +793 +7%
NB
536
NBT Bank
New York
$346K
GP
537
Girard Partners
Pennsylvania
$345K +$39.6K +1,479 +13%
AMIM
538
Aull & Monroe Investment Management
Alabama
$344K -$7.52K -281 -2%
LNC
539
Lincoln National Corp
Pennsylvania
$344K +$9.2K +344 +3%
PL
540
Perpetual Ltd
Australia
$341K
FPS
541
Fieldpoint Private Securities
Connecticut
$341K +$340K +12,709 New
CNBT
542
Canandaigua National Bank & Trust
New York
$340K -$38.8K -1,451 -10%
Jane Street
543
Jane Street
New York
$339K -$1.43M -53,425 -81%
PAG
544
Pinnacle Advisory Group
Maryland
$336K +$5.13K +192 +2%
UF
545
Univest Financial
Pennsylvania
$333K
RA
546
Rational Advisors
New York
$328K +$7.49K +280 +2%
SCI
547
Stableford Capital II
Arizona
$327K +$325K +12,160 New
BOTW
548
Bank of the West
California
$326K -$4.73K -177 -1%
IH
549
IFC Holdings
Florida
$325K -$2.19K -82 -0.7%
FNT
550
First National Trust
Pennsylvania
$319K -$14.5K -541 -4%

EXC Hedge Fund Activity: Q3 2017 in Review

781 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q3 2017, worth a combined $28.2B — up 5.1% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of EXC and 53 opened new positions — a net loss of 2 holders — while 308 trimmed existing stakes and 310 added.

The largest buyer was AQR Capital Management, adding an estimated $181M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.

  • 781 institutional investors held Exelon (EXC) as of Q3 2017, down from 793 in Q2 2017.
  • Funds reported $28.2B of Exelon stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 53 funds opened new Exelon positions in Q3 2017 and 55 closed out, a net change of -2 holders.
  • The largest Exelon buyer in Q3 2017 was AQR Capital Management, an estimated $181M added.
  • The largest Exelon seller in Q3 2017 was Capital Research Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2017.